Difference between revisions of "Products/Purchases"

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(Starting a new Product Purchase)
(Overview)
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* An [[Product/Purchases/Outright Purchase|Outright Purchase]].
 
* An [[Product/Purchases/Outright Purchase|Outright Purchase]].
 
* Under an [[Product/Purchases/Instalment Plans|Instalment Plan]].
 
* Under an [[Product/Purchases/Instalment Plans|Instalment Plan]].
* Via [[Product/Purchases/Recurring Purchases|Recurring Purchases]]Recurring Purchases.
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* Via a [[Product/Purchases/Recurring Purchases|Recurring Purchases]]Recurring Purchase.
  
 
An [[Product/Purchases/Outright Purchase|outright purchase]] is a sale where the goods are provided to the customer and the customer is either invoiced immediately, or at the end of their next billing period.
 
An [[Product/Purchases/Outright Purchase|outright purchase]] is a sale where the goods are provided to the customer and the customer is either invoiced immediately, or at the end of their next billing period.
  
'''[[Product/Purchases/Instalment Plan|Instalment Plans]]''' provide a way for the customer to pay off the total purchase price over a period of time.
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'''[[Product/Purchases/Installment Plan|Instalment Plans]]''' provide a way for the customer to pay off the total purchase price over a period of time.
  
A [[Product/Purchases/Recurring Purchases|Recurring Purchases]] is a simple way to charge the customer an amount at regular intervals for a period of time.  
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A [[Product/Purchases/Recurring Purchases|Recurring Purchase]] is a simple way to charge the customer an amount at regular intervals for a period of time.
  
 
= Starting a new Product Purchase =
 
= Starting a new Product Purchase =

Revision as of 13:08, 22 June 2016

Overview

Emersion provides service providers with the ability to sell products to customers in a number of ways:

An outright purchase is a sale where the goods are provided to the customer and the customer is either invoiced immediately, or at the end of their next billing period.

Instalment Plans provide a way for the customer to pay off the total purchase price over a period of time.

A Recurring Purchase is a simple way to charge the customer an amount at regular intervals for a period of time.

Starting a new Product Purchase

There are two ways to navigate to the Purchase function in Cumulus.

Nav: Customers > Customer List

  1. Search for the customer using the customer search.
  2. Click the Create Purchase icon (pictured below as a shopping cart)

Starting a purchase easily straight from the customer list

Alternatively if you are in the Customer Screen you can start a purchase via the Customer > Purchase tab.

See Also